Head, Institutional Sales
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Key Responsibilities
Strategic Leadership
- Develop and implement a robust institutional sales strategy aligned with the firms overall growth objectives and market positioning.
- Conduct regular market intelligence and competitive analysis to identify emerging trends and opportunities for expansion.
- Collaborate with product investment and marketing teams to ensure institutional offerings are innovative relevant and competitive.
- Lead strategic initiatives to expand the firms reach into new institutional markets and geographies.
Business Development & Sales Execution
- Identify pursue and secure new institutional mandates driving growth in assets under management and revenue.
- Oversee the design and execution of targeted sales campaigns presentations and pitches to institutional prospects.
- Develop and refine value propositions for institutional products and services ensuring they meet the evolving needs of institutional investors.
- Manage the entire sales lifecycle from prospecting and negotiation to onboarding and ongoing relationship management.
Client Relationship Management
- Build and maintain strong trusted relationships with key institutional clients ensuring high levels of satisfaction and retention.
- Lead the development and delivery of customised investment solutions tailored to client objectives and risk profiles.
- Organise and lead regular client meetings portfolio reviews and educational sessions to enhance engagement and demonstrate value.
- Implement feedback mechanisms to capture client insights and drive continuous improvement in service delivery.
Performance Monitoring & Reporting
- Establish and track key performance indicators (KPIs) and metrics to measure sales effectiveness and market penetration.
- Prepare detailed sales reports and insights for executive management and the board.
- Utilise data analytics to assess trends identify opportunities and address challenges proactively.
- Ensure accuracy transparency and timeliness in all reporting activities.
Risk Management & Compliance
- Ensure all institutional sales activities comply with relevant regulatory requirements and internal policies.
- Proactively identify and mitigate risks associated with sales practices client interactions and market entry.
- Work closely with compliance legal and risk teams to maintain high standards of integrity and ethical conduct.
- Foster a culture of compliance and responsible selling across the institutional sales function.
Qualifications :
Qualifications & Experience
- MSc/MBA in Business Finance Economics or a related field.
- Minimum of 10 years experience in institutional sales asset management investment banking or related sectors.
- Proven track record in leading successful institutional sales teams and delivering sustained growth.
- Strong knowledge of investment products institutional distribution channels and regulatory frameworks.
- Excellent communication negotiation and stakeholder management skills.
- Demonstrated ability to drive innovation and adapt to changing market dynamics.
Key Competencies
- Strategic Thinking & Vision
- Sales Leadership & Execution
- Client Relationship Building
- Business Development & Growth Mindset
- Results Orientation & Accountability
- Risk Awareness & Compliance
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- SAAS
- Customer Service
- Revenue Growth
- Product Knowledge
- Account Management
- CRM
- Private equity
- New Customers
- Partnerships
- Business Units
- Sales Goals
- Sales Process
- Sales Organisation
- New Clients
About Company
Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere. Our work combines advice with action ... View more
